Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Franklin Moderate Allocation A Mutual fund in their Schedule of Assets, totaling $2.0M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | SCIENTIFIC SPECIALTIES, INC. SCIENTIFIC SPECIALTIES, INC. 401(K) PROFIT SHARING PLAN | LODI CA | 138 | $11.0M | $1.9M |
| 2 | LESSARD DESIGN INC. LESSARD DESIGN INC. EMPLOYEES SAVINGS TRUST | VIENNA VA | 52 | $13.3M | $34K |
